Business Valuations – Tulsa (OK)

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Business Appraisals – Tulsa (OK)

Silhouette of Oklahoma State Many business owners in Tulsa and across Oklahoma contemplate conducting a business valuation when it comes time for a transaction. While an independent determination of a company’s value is necessary before a transaction, a valuation has many other uses. The details contained within the report can provide important insight into how economic, competitive, global, and legal factors impact bottom-line value. These details can help management better understand the current market and the potential changes that can help drive value. Using a valuation as a planning tool can provide immense value before a transaction commences. There are other situations when a valuation may be required. These include seeking new financing, updating shareholder or partnership agreements, conducting estate and gift tax planning during succession planning, and benchmarking purposes.

We  work closely with attorneys throughout Oklahoma, including Tulsa, to assist when a valuation is needed for litigation purposes. This often occurs during divorce proceedings, partner disputes, damage assessments, executive compensation, partnership dissolution, and much more. Valuations for litigation purposes required a more experienced and technically proficient appraiser, with court room experience, to connect the dots and provide evidence for the case.

Tulsa Business Valuation Experience

Belfint, Lyons & Shuman works with business owners and attorneys in Tulsa and Oklahoma to conduct business appraisals. Our team has years of experience conducting independent and objective valuations for transactional, planning, and litigation purposes. Our team of experienced professionals holds the Certified Valuation Analyst (CVA) and Accredited in Business Valuation (ABV) credentials. Combining technical acumen and practical expertise allows us to deliver the best experience possible.

Tulsa Business Valuations

Our valuation professionals take a comprehensive approach to valuing business interests. This is essential because rarely is there an established market for Tulsa’s closely held business interests. Our process includes:

  • Conducting an in-depth analysis of the latest market data.
  • Implementing the latest techniques to arrive at an accurate valuation.
  • Creating a business valuation report that is accurate and defensible against outside scrutiny.
  • Reviewing the latest administrative rulings and other regulatory concerns to ensure the valuation complies with the highest professional standards.

Contact Our Tulsa Business Valuation Team

Belfint, Lyons & Shuman conduct business appraisals for Tulsa and Oklahoma companies from our Delaware headquarters. To learn more about our valuation services, complete the form below, and a team member will contact you shortly.

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About the Tulsa (OK) Business Community

The Tulsa business community is diverse and dynamic, anchored by significant contributions from the energy, aerospace, manufacturing, and healthcare sectors. Historically known as the “Oil Capital of the World,” Tulsa remains an essential player in the energy industry, with numerous oil and gas companies headquartered there. The aerospace industry is another critical component, with companies like American Airlines having large maintenance bases in the city. Manufacturing also plays a crucial role in producing various goods, from machinery to consumer products. The healthcare sector is robust, featuring prominent institutions like Saint Francis Health System and Hillcrest HealthCare System. Tulsa’s business environment is further bolstered by a growing tech sector, entrepreneurial ventures, and a supportive community that fosters innovation and development. This combination of established industries and emerging opportunities makes Tulsa a vibrant and resilient economic hub. The area codes used in Tulsa (OK) are 918 and 539.

National Reach

Belfint CPAs also provides business valuation services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charleston (SC), Charlotte (NC), Chicago (IL), Denver (CO), Detroit (MI), Houston (TX), Indianapolis (IN), Las Vegas (NV), Lexington (KY), Los Angeles (CA), Minneapolis (MN), Nashville (TN), New Orleans (LA), Omaha (NE), Orlando (FL), Philadelphia (PA), Phoenix (AZ), Richmond (VA), Salt Lake (UT), Santa Fe (NM), St Louis (MO), Wichita (KS), and Wilmington (DE).

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If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!

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